Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

While Excel is renowned for its versatility in calculations and data visualization, it can also do the job just fine as a database. Small businesses, non-profits, and even departments within larger ...

For the most part, you're probably accustomed to using Microsoft Excel for tasks such as preparing reports, forecasts, and budgets. However, Excel is much more powerful than that. It can be used to ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

Microsoft Excel worksheets are convenient places to store limited amounts of data. Excel is a spreadsheet application, but an Excel file can also serve as a database for your website if you can ...

The last piece of this three-part article is about merging your custom Word documents with your client list (exported from Outlook to Excel) for distribution. Part One explains how to selectively ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...